Dnow Inc (DNOW) Institutional Ownership & 13F Filings (Q2 2026)

DNOW ranks #2063 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

DNOW is a top-conviction position for Verbena Value LP — at 7.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in DNOW belongs to BlackRock, Inc., but the position matters far more to Verbena Value LP, who has 7.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its DNOW position for two straight quarters, increasing it by $204.9M to reach $207.2M today.

American Century Companies Inc has trimmed its DNOW position for two straight quarters, cutting it by $36.9M while still holding $17.6M.

DNOW is down 0.5% today, but institutions show net buying of $236.8M this quarter — a divergence between today's price move and the underlying institutional flow.

DNOW reported a net loss of $201.0M over the trailing twelve months.

• Not yet profitable — net loss of $201.0M over the trailing twelve months
• Revenue grew 69.8% year over year
• Net income declined year over year, from $68.0M to -$201.0M
• Generated $155.0M in positive operating cash flow
• Current ratio of 2.34x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.75x equity — within a conventional range